Tips:

Using Cash Receipt Ticket (CRT) Templates

How do you create and use a template for the Cash Receipt Ticket (CRT)? Follow these steps to save, name, and reuse a template for increased efficiency and accuracy.

Contents

Who has access?

Departments and units that receive revenue and are established as a Cash Handling Unit with Financial Operations, Depository Services.

Before you begin the CRT

Obtain the chart string(s) to which the revenue will be posted, including:

Navigate to the Cash Receipt Ticket (CRT)?

  1. From the NUPortal, click Financials. Locate the link "Dept Deposits / CRT" under the heading Financial Related Links near the bottom of the page.
  2. From the Financial Applications Gateway, login to NUFinancials. From the Main Menu, click NU Interfaces and Processes > NU Cash Receipt Ticketing.

Step 1: Find the CRT from which you want to create a template

This example shows you how to find a CRT that you previously created and save it as a template. You may also create a CRT and then save it as a template.

Graphic: the Find an Existing Value dialog

Substeps

  1. Click the Find an Existing Value field.
  2. Enter the NetID of the person who created the CRT.
  3. Click Search.
  4. From the list of results, click the number of the CRT you want to serve as a template. Result: the CRT appears.

Step 2: Save the CRT as a template

You may click Save as Template on any CRT.

Graphic: the existing CRT

Substeps

  1. Click Save as Template.

Step 3: Name and describe the template

Graphic: the Save as Template dialog

Substeps

  1. In the Template Name field, give the template a name. The field maximum is 30 characters.
  2. Optional: in the Description field, describe the template further. The field maximum is 30 characters.

Step 4: Navigate to Add a New Value page

The CRT used to create your template appears. The Save as Template button is grey which indicates that the template was created. You may continue at any time to create new CRTs based on the template.

Graphic: Add a New CRT

Substeps

  1. Click the Add button to start the new CRT.

Step 5: Create a new CRT from your template

Graphic: the Add a New Value dialog

Substeps

  1. Click the Add a New Value tab.
  2. In the CRT Type field, select Create from Template.
  3. Click Add.

Step 6: Select your saved template

Graphic: the Lookup Existing CRT Template dialog

Graphic: filter existing templates with your NetID

Substeps

  1. Click the Search icon to select your template from a list. Result: the Look Up Template Name dialog appears with a complete list of all templates in NUFinancials.
  2. Scroll to your template, or enter search criteria and click Lookup to filter the list. For example:
    1. Enter your NetID in the Entered by field.
    2. Click Lookup. Result: the list displays your template(s) only.
  3. Click the name of the template. Result: the Look Up Template Name dialog disappears and the template you selected is populated in the Template Name field.
  4. Click OK.

Step 7: Complete the new CRT as usual

The new CRT displays the chart strings, accounts, descriptions, and media types that you entered and saved previously. You must provide amounts and Deposit/Ref IDs. You may also add and delete lines as necessary.

Graphic: a new CRT based on a template

Substeps

Complete and save the CRT as you would normally and commit it for processing.

Summary

Related Resources

Where do I get help?

For assistance, contact NUIT Support Center at 847-491-HELP (4357) or e-mail consultant@northwestern.edu.